See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,215 | $133,922-73.0% | $116,228-68.8% | $142,382-74.6% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.6%-36.1pp | 80.1%-41.7pp |
| Annual return | 14.70% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $985 | $5,672-82.6% | $4,953-80.1% | $6,507-84.9% |
| Admin fee / account holder | $7,706 | $14,945-48.4% | $11,989-35.7% | $12,624-39.0% |